How Do I Invite my Suppliers to use Link4?
To invite your suppliers to use Link4, you need to ensure that they are correctly categorised as a supplier in Xero.
Step 1 Login into your Xero account, navigate to the "Contacts" menu, and click on "Suppliers."
Step 2 Verify that the chosen contact is listed in the Suppliers list.
Step 3 If the contact is not listed in the "Supplier" list, go to "All" tab to view all the contact entries.
Step 4 If the supplier cannot be found in the list, you need create a new contact entry.
To do this:
Step 4a Click on the "Add Contact" button in the "Contacts" page.
Step 4b Provide the contact information, financial details, and click "Save."
Otherwise, proceed to the next step.
Step 5 Once the
supplier has been added or verified, create a draft bill in order to
properly categorize the contact entry as a supplier in Xero.
To create a draft bill:
Step 5a There are two ways to do this.
First, by clicking on the plus button and selecting "Bill" from the drop down menu.
Second, by navigating to the "Business" menu and selecting the "Bills to pay" sub-menu.
Step 5b In the Bills page, click on the "New Bill" button.
Step 5c Once you have created the "New Bill" form, enter the supplier name in the "From" field and click "Save."
Step 5d This will generate the draft bill and automatically categorize the contact as a supplier in Xero.
Step 6 Log in to your Link4 account and go to the “My Suppliers” page. You may need to click on the "Synchronize Contacts" button to update your list.
Step 7 Find the supplier on the list and click on the "Invite" button.
Step 8 If the
supplier ABN is not provided in XERO, click on the "Add ABN" button.
Link4 requires the ABN of customers and suppliers to verify businesses
in the Link4 network.
Step 9 If the supplier email is missing, click on the "Add Email" button.
Step 10 Once the ABN and email have been provided, click on the "Invite" button to pull up the "Supplier Details."
Step 11 Allocate the supplier to the appropriate transaction account through the "Transaction Account" drop-down list and click "Invite" to proceed.
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